WIA

World Investment Advisors Portfolio holdings

AUM $4.88B
1-Year Est. Return 16.74%
This Quarter Est. Return
1 Year Est. Return
+16.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.18B
AUM Growth
+$1.57B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
919
New
Increased
Reduced
Closed

Top Buys

1
+$60.4M
2
+$58.3M
3
+$45.4M
4
MSFT icon
Microsoft
MSFT
+$42.5M
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$38.7M

Top Sells

1
+$32.2M
2
+$29.8M
3
+$15.4M
4
VOT icon
Vanguard Mid-Cap Growth ETF
VOT
+$15.2M
5
IVW icon
iShares S&P 500 Growth ETF
IVW
+$12.6M

Sector Composition

1 Technology 12.8%
2 Financials 6.89%
3 Healthcare 6.48%
4 Consumer Discretionary 4.62%
5 Consumer Staples 4.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$1.1M 0.03%
49,410
+26,904
402
$1.09M 0.03%
14,289
+892
403
$1.09M 0.03%
6,719
+1,390
404
$1.09M 0.03%
4,305
-804
405
$1.09M 0.03%
10,252
+1,486
406
$1.09M 0.03%
24,087
+18,450
407
$1.09M 0.03%
3,321
+209
408
$1.08M 0.03%
14,070
+130
409
$1.07M 0.03%
29,849
+8,215
410
$1.06M 0.03%
29,203
+2,151
411
$1.05M 0.03%
+8,815
412
$1.03M 0.03%
+10,387
413
$1.03M 0.03%
33,421
+1,855
414
$1.03M 0.03%
6,585
+3,870
415
$1.03M 0.03%
8,897
-2,967
416
$1.02M 0.03%
+18,119
417
$1.02M 0.03%
+7,975
418
$1.02M 0.03%
12,751
+6,776
419
$1.02M 0.03%
+20,333
420
$1.02M 0.03%
8,065
+274
421
$1.01M 0.03%
108,462
+49,807
422
$1.01M 0.03%
42,990
+16,046
423
$1M 0.03%
10,502
+6,757
424
$999K 0.03%
11,082
+5,713
425
$989K 0.03%
+7,831
15 16
17
18 19